Privacy Policy
& Disclaimer
Privacy Policy
This Privacy Policy describes how Solis Trust Fund Inc. ("the Firm," "we," "us," or "our") collects, uses, and protects information obtained through this website and in the course of our business operations. We are committed to maintaining the confidentiality and security of all information entrusted to us.
Overview
Solis Trust Fund Inc. is a private family office headquartered at 600 Superior Ave E, Suite 1300, Cleveland, Ohio 44114. We operate exclusively on a referral basis and do not solicit the general public. This Privacy Policy applies to information collected through our website at solistrustfund.com and through our business communications and client relationships.
By accessing this website, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the terms set forth herein, please discontinue use of this website immediately.
Information We Collect
We may collect the following categories of information:
- Contact information you voluntarily provide, including name, email address, telephone number, and organization affiliation, when you submit an inquiry through our contact form.
- Communications you send to us via email or telephone, including the content of those communications.
- Technical information automatically collected when you visit our website, including IP address, browser type and version, operating system, referring URLs, pages visited, and time and date of access.
- Cookies and similar tracking technologies as described in Section 6 below.
- Information provided in the course of an established client relationship, as governed by separate client agreements and applicable law.
We do not collect sensitive personal information such as Social Security numbers, financial account numbers, or health information through this website.
Use of Information
Information collected through this website is used solely for the following purposes:
- To respond to inquiries submitted through our contact form.
- To evaluate whether an introduction to the Firm is appropriate, at our sole discretion.
- To maintain and improve the functionality and security of this website.
- To comply with applicable legal and regulatory obligations.
- To communicate with existing clients and professional partners in connection with established relationships.
We do not use your information for marketing purposes, and we do not sell, rent, or trade personal information to third parties for commercial purposes.
Disclosure of Information
Solis Trust Fund Inc. maintains strict confidentiality with respect to all information received. We will not disclose personal information to third parties except in the following limited circumstances:
- To professional service providers engaged to assist with website operations, subject to confidentiality obligations.
- To legal, regulatory, or governmental authorities when required by applicable law, court order, or legal process.
- To protect the rights, property, or safety of the Firm, its clients, or others, where permitted by law.
- In connection with a merger, acquisition, or sale of all or substantially all of the Firm's assets, subject to appropriate confidentiality protections.
We do not share personal information with affiliated entities, subsidiaries, or third-party partners for marketing or commercial purposes.
Data Security
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
You are responsible for maintaining the confidentiality of any credentials or access information used to communicate with us. Please notify us immediately if you suspect unauthorized access to or use of your information.
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law.
Third-Party Links
This website may contain links to third-party websites for informational purposes. Solis Trust Fund Inc. has no control over the content, privacy practices, or security of third-party websites and is not responsible for their practices. The inclusion of any link does not imply endorsement of the linked site. We encourage you to review the privacy policies of any third-party sites you visit.
Your Rights
Depending on your jurisdiction, you may have certain rights with respect to your personal information, including the right to access, correct, or request deletion of information we hold about you. To exercise any such rights, please contact us at the information provided in Section 15 below.
Residents of California may have additional rights under the California Consumer Privacy Act (CCPA). Ohio residents and residents of other states may have rights under applicable state privacy laws. We will respond to verifiable requests in accordance with applicable law.
Changes to This Policy
We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective upon posting to this website with an updated "Last Updated" date. Your continued use of this website following the posting of changes constitutes your acceptance of the revised policy. We encourage you to review this page periodically.
Disclaimer
The following disclaimers govern the use of this website and the information contained herein. Please read them carefully before relying on any content presented on this site.
General Disclaimer
The information contained on this website is provided for general informational purposes only. While Solis Trust Fund Inc. endeavors to keep the information accurate and current, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this website.
Any reliance you place on such information is strictly at your own risk. Solis Trust Fund Inc. expressly disclaims all liability for any loss or damage, including without limitation indirect or consequential loss or damage, arising from the use of or reliance on information presented on this website.
Investment Disclaimer
Nothing on this website constitutes investment advice, financial advice, trading advice, or any other sort of advice. The information presented regarding investment strategies, asset allocation, portfolio management, or market conditions is for illustrative and informational purposes only and should not be construed as a recommendation to buy, sell, or hold any security or investment product.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The value of investments and the income derived from them may fluctuate, and investors may not recover the full amount invested.
Solis Trust Fund Inc. is a private family office. We are not a registered investment adviser, broker-dealer, or financial planner under federal or state securities laws unless separately disclosed in a client engagement agreement. Any investment management services are provided solely pursuant to written agreements with qualified private clients.
No Offer of Services
The content of this website does not constitute an offer to provide, or a solicitation of, investment management, financial advisory, management consulting, or any other professional services. Solis Trust Fund Inc. provides services exclusively to private clients introduced through personal referral, at the Firm's sole discretion.
No information on this website should be construed as forming the basis of any client relationship or engagement. All client relationships are governed exclusively by written agreements executed between the Firm and the client.
This website is intended solely to provide general information about the Firm and is not directed at any person in any jurisdiction where the publication or availability of such information would be contrary to applicable law or regulation.
Limitation of Liability
To the fullest extent permitted by applicable law, Solis Trust Fund Inc., its officers, directors, employees, agents, and affiliates shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or in connection with your use of, or inability to use, this website or its content — even if the Firm has been advised of the possibility of such damages.
Some jurisdictions do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation may not apply to you in full.
Governing Law
This Privacy Policy and Disclaimer, and any disputes arising out of or related to the use of this website, shall be governed by and construed in accordance with the laws of the State of Ohio, without regard to its conflict of law provisions.
Any legal action or proceeding arising under or relating to this Policy shall be brought exclusively in the state or federal courts located in Cuyahoga County, Ohio, and you hereby consent to personal jurisdiction and venue in such courts.
Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy and Disclaimer, or if you wish to exercise any rights with respect to your personal information, please contact us at:
We are available to address any concerns.